Updated:
Occidental College (OXY)
Occidental College established its endowment in 1887 alongside the founding of the institution. The permanent pool generates returns to support student...
Occidental College (OXY)
Occidental College established its endowment in 1887 alongside the founding of the institution. The permanent pool generates returns to support student education and faculty initiatives at the 120-acre campus. The endowment deploys capital through a fund-of-funds structure that includes private equity commitments and real estate vehicles. Confirmed holdings encompass Oaktree Real Estate Opportunities Fund VI & VII, TA Realty X, XI and XII, and minority positions in Angeles Equity Partners and Audax Private Equity VI. Geographic exposure centers on the United States with additional allocations to developed and emerging markets equities. Cambridge Associates has served as investment advisor for multiple years. Moss Adams LLP acts as auditor. The college maintains the Barack Obama Scholars Program established in 2017 and completed The Oxy Campaign For Good in 2019, directing over $150 million to endowment growth. The endowment operates under oversight from the college's Board of Trustees and Investment Committee rather than a standalone family office structure.
General information
Firm type
Endowment
Year founded
1887
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
1600 Campus Road, Los Angeles, CA 90041, United States
Principals
Tom Stritikus
President
Art Peck
Board Chair
Ronald Hahn
Chair of the Investment Committee
Sector focus
Frequently asked questions
Who runs investment decisions at Occidental College endowment?
The Investment Committee chaired by Ronald Hahn oversees allocations. Cambridge Associates provides external advisory support on manager selection and portfolio construction.
Does Occidental College participate in fund commitments or only direct deals?
The endowment commits to private equity and real estate funds including Oaktree and TA Realty vehicles. It also holds limited partnership interests in Angeles Equity Partners and Audax Private Equity VI.
What asset classes does the endowment target?
Public equities form the largest allocation. Real estate opportunity funds, private equity buyout vehicles and absolute return strategies complete the mix.
Where does the underlying wealth come from?
The endowment originated with the college's founding gifts in 1887 and has grown through alumni donations and investment returns.
How is the endowment related to the college's real estate holdings?
Otway Properties LLC holds title to campus and investment properties including the main 120-acre site and Eagle Rock housing portfolio on behalf of the endowment.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on endowments & foundations?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: